FEQIX vs. FSPSX
Compare and contrast key facts about Fidelity Equity-Income Fund (FEQIX) and Fidelity International Index Fund (FSPSX).
FEQIX is managed by Fidelity. It was launched on May 16, 1966. FSPSX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI ex USA IMI Index. It was launched on Nov 5, 1997.
Performance
FEQIX vs. FSPSX - Performance Comparison
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FEQIX vs. FSPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEQIX Fidelity Equity-Income Fund | 1.32% | 18.96% | 15.34% | 10.62% | -5.10% | 24.49% | 6.77% | 27.90% | -8.46% | 12.80% |
FSPSX Fidelity International Index Fund | -1.94% | 31.98% | 3.70% | 18.31% | -14.23% | 11.45% | 8.16% | 22.03% | -13.55% | 25.37% |
Returns By Period
In the year-to-date period, FEQIX achieves a 1.32% return, which is significantly higher than FSPSX's -1.94% return. Over the past 10 years, FEQIX has outperformed FSPSX with an annualized return of 11.41%, while FSPSX has yielded a comparatively lower 8.65% annualized return.
FEQIX
- 1D
- 0.04%
- 1M
- -6.45%
- YTD
- 1.32%
- 6M
- 5.37%
- 1Y
- 16.73%
- 3Y*
- 15.21%
- 5Y*
- 10.74%
- 10Y*
- 11.41%
FSPSX
- 1D
- 0.42%
- 1M
- -10.86%
- YTD
- -1.94%
- 6M
- 2.58%
- 1Y
- 19.89%
- 3Y*
- 13.50%
- 5Y*
- 7.96%
- 10Y*
- 8.65%
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FEQIX vs. FSPSX - Expense Ratio Comparison
FEQIX has a 0.57% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Return for Risk
FEQIX vs. FSPSX — Risk / Return Rank
FEQIX
FSPSX
FEQIX vs. FSPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund (FEQIX) and Fidelity International Index Fund (FSPSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FEQIX | FSPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.11 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.56 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.54 | -0.05 |
Martin ratioReturn relative to average drawdown | 7.32 | 5.93 | +1.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FEQIX | FSPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.11 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.51 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.53 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.46 | +0.04 |
Correlation
The correlation between FEQIX and FSPSX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FEQIX vs. FSPSX - Dividend Comparison
FEQIX's dividend yield for the trailing twelve months is around 4.91%, more than FSPSX's 3.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEQIX Fidelity Equity-Income Fund | 4.91% | 4.67% | 5.51% | 4.26% | 4.56% | 9.90% | 3.38% | 7.16% | 9.76% | 6.29% | 4.28% | 12.17% |
FSPSX Fidelity International Index Fund | 3.22% | 3.15% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.50% | 3.08% | 2.79% |
Drawdowns
FEQIX vs. FSPSX - Drawdown Comparison
The maximum FEQIX drawdown since its inception was -62.38%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for FEQIX and FSPSX.
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Drawdown Indicators
| FEQIX | FSPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.38% | -33.69% | -28.69% |
Max Drawdown (1Y)Largest decline over 1 year | -11.05% | -11.39% | +0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -17.20% | -29.41% | +12.21% |
Max Drawdown (10Y)Largest decline over 10 years | -33.12% | -33.69% | +0.57% |
Current DrawdownCurrent decline from peak | -6.45% | -10.86% | +4.41% |
Average DrawdownAverage peak-to-trough decline | -8.04% | -6.59% | -1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 2.96% | -0.71% |
Volatility
FEQIX vs. FSPSX - Volatility Comparison
The current volatility for Fidelity Equity-Income Fund (FEQIX) is 3.33%, while Fidelity International Index Fund (FSPSX) has a volatility of 7.04%. This indicates that FEQIX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEQIX | FSPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 7.04% | -3.71% |
Volatility (6M)Calculated over the trailing 6-month period | 7.06% | 10.63% | -3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.30% | 16.79% | -2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.47% | 15.77% | -2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.49% | 16.47% | -0.98% |